298 results found
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21 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Select a template automatically salesforce
Choose the PandaDoc template automatically based on salesforce field value or salesforce product
21 votes -
PipeDrive connection
The option to set up 1 PandaDoc user to several Pipedrive accounts.
21 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Copper link to deal
Option to link a document to a opportunity/deal in Copper
21 votes -
Link documents from PandaDoc to Zendesk Sell
Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce
20 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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ClickUp
Integration with ClickUp
19 votes -
Lever
PandaDoc integration with Lever (HR Recruiting software/CRM)
19 votesHi!
We wanted to reach out to clarify a recent update — the "Released" status on this idea was added by mistake, and we apologize for any confusion this may have caused.
Lever integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)
The sync triggers for the document status on the quotes we send out with PandaDoc are more appropriate for us to sync with the status field on the Quote object in Salesforce (rather than the Opportunity object). In future, would it be possible to map the document status to the Quote object status field or maybe even to a custom object status field for a different document?
18 votesValeryia Baranava responded
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When adding a presentation from canva should be able to change the page orientation to landscape in canva
When adding a presentation from canva should be able to change the page orientation to landscape in canva
18 votes -
Link to CRM Zoho
Link documents to Zoho CRM from PandaDoc side
18 votes -
ChargeBee
Integration with ChargeBee
17 votesLindsey Schocke responded
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GoHighLevel CRM
GoHighLevel CRM
17 votes -
Google Workspace
Integrate Pandadoc with google Workspace
17 votes -
17 votes
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Field tags - 'Autofill with Signing Date'
PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.
It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.
16 votes -
Wise
possibility to integrate Wise (payment method) to Pandadoc
16 votes -
16 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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16 votes
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Outlook
Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.
14 votes -
Zoho: to pull information from subforms
Zoho: to pull information from subforms
14 votes
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